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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $617,768 | $185,856+232.4% | $170,028+263.3% | $139,456+343.0% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 27.12% | 60.52%-33.4pp | 53.39%-26.3pp | 373.45%-346.3pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $29,526 | $11,623+154.0% | $10,409+183.7% | $6,711+339.9% |
| Admin fee / account holder | $7,107 | $15,387-53.8% | $12,820-44.6% | $11,407-37.7% |